Valuecase brings client-ready workspaces and onboarding plans right into HubSpot, so you can run sales cycles and onboarding projects in one shared place – fully synced with your CRM.

Digital spaces for every deal & customer

Create and send personalised Valuecase spaces straight from HubSpot deals to keep prospects engaged, align stakeholders, and give champions a single source of truth.

Use templates for mutual action plans, ROI decks, timelines, and onboarding checklists – all in one workspace your buyers actually come back to.

Onboarding that runs on autopilot

Turn messy spreadsheets and long email threads into clear onboarding plans with owners, due dates, and automated reminders.

Trigger new onboarding spaces the moment a deal closes, keep tasks and milestones in sync with HubSpot, and give your team a real-time view of who’s on track and who’s stuck.

Built for teams that live in HubSpot

Give sales, onboarding, and CS one place to work – inside HubSpot.

• Create, edit & share spaces from deals, tickets, or custom objects – no tab switching.

• Automate spaces with HubSpot workflows – create or update spaces when stages or fields change.

• Sync 50+ engagement & progress properties to deals, contacts, and companies for reporting and alerts.

• Trigger workflows from customer actions – move stages, send notifications, or start renewals when tasks and milestones are completed in Valuecase.

Keep every step of your customer journey – from first demo to go-live – in one workspace, perfectly connected to HubSpot.

Valuecase is hosted and developed in Europe and ISO27001 certified.